1. For Product or User Role workflows, select a Product or User Role from the dropdown list in the Define Settings list.
  2. Start by clicking the check boxes for each From Status (left-hand side) to the To Status (top). Click on the box at the junction of the From and To statuses where you want to allow a status transition.
  3. After you are satisfied with the From and To values, click the Update button.
  4. Select another Product or User Role from the list, and follow steps 1 through 3. Do this for each Product or User Role.
  5. Note that you may copy the settings for any Product or User Role from a different Product or User Role. To do this –

    1. Select the Product or User Role you want to define in the Define Settings List
    2. Choose the Product or User Role you want to copy the settings from in the Copy From List
    3. Click on the Copy From radio button

    The screen will refresh with the copied values in place.

After your final update, your Status Change Rules are fully implemented. You can now test out the functionality by editing an issue and making status changes. Note that at any moment, you will only see the valid statuses in the list that you can move the status to, according to the present status of the issue.

Enforcing Status Change Rules with Areas and Projects

As discussed above, you are able to use the principle of inheritance to control status change rules over multiple user roles, multiple areas and multiple projects.

Inheriting Status Rules from a different area or project

At any level in the hierarchy of user roles, areas and projects, the default is that the status change rules are inherited from the level above in the hierarchy. There is a fuller explanation of this in the section on inheritance in the Layout Editor section of this guide. The screenshot above shows the view at the global level. As you can see, you cannot inherit from any higher level. When you choose to Define Settings for a level beneath the global area and global project, the section of the form entitled Inherit From will show the available levels from which you can inherit the values and then alter them to suit your needs at the level in Define Settings. Note that you can also copy the settings from a different combination of user role or product, and area and project, to the location set in Define Settings.